Unit trusts/OEICs

Royal London UK Opportunities fund fails value assessment as underperformance lingers

Companies

Royal London UK Opportunities fund fails value assessment as underperformance lingers

‘Further action’ under consideration

clock 29 July 2024 • 2 min read
AEW to adopt 'Sustainability Impact' SDR label for UK Impact fund

Regulation

AEW to adopt 'Sustainability Impact' SDR label for UK Impact fund

From 31 July 2024

clock 01 July 2024 • 1 min read
Carlyle brings new private equity offering to non-US investors

Unit trusts/OEICs

Carlyle brings new private equity offering to non-US investors

Primary and secondary investments

clock 24 June 2024 • 1 min read
Eric Sturdza Investments launches US-focused small and mid-cap strategy

Unit trusts/OEICs

Eric Sturdza Investments launches US-focused small and mid-cap strategy

Strategic US Opportunities fund

clock 18 June 2024 • 1 min read
Schroders launches emerging markets value fund in the UK

Unit trusts/OEICs

Schroders launches emerging markets value fund in the UK

Managed by Vera German and Juan Torres

clock 17 June 2024 • 2 min read
BNY Mellon undergoes name change amid extensive rebrand

Investment

BNY Mellon undergoes name change amid extensive rebrand

Shortened name across subsidiaries

clock 12 June 2024 • 1 min read
Baillie Gifford and HSBC retain Square Mile ratings despite manager exits

Unit trusts/OEICs

Baillie Gifford and HSBC retain Square Mile ratings despite manager exits

Allianz loses ratings on Riddell exit

clock 05 June 2024 • 3 min read
Robeco brings multi-thematic strategy to market

Funds

Robeco brings multi-thematic strategy to market

A 'turnkey solution'

clock 04 June 2024 • 1 min read
Blue Whale adds Broadcom to top ten on 'structural tailwinds'

Unit trusts/OEICs

Blue Whale adds Broadcom to top ten on 'structural tailwinds'

Semiconductor and software firm

clock 04 June 2024 • 2 min read
Jupiter closes its Global Convertibles fund following years of diminishing assets

Asset Managers

Jupiter closes its Global Convertibles fund following years of diminishing assets

Two Jupiter portfolio managers to depart

clock 03 June 2024 • 1 min read
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